DF DENT & CO INC
Top Portfolio Positions
231 positions ·
$4,803,066,344 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
618,044 | $186,797,618 | 3.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
796,428 | $165,872,059 | 3.45% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
543,613 | $148,025,819 | 3.08% | |
| MA |
Mastercard Inc
Financial Services
|
287,119 | $143,461,879 | 2.99% | |
| TDG |
TransDigm Group INC
Industrials
|
122,753 | $142,265,816 | 2.96% | |
| WCN |
Waste Connections, Inc.
Industrials
|
859,515 | $139,619,616 | 2.91% | |
| ECL |
Ecolab Inc.
Basic Materials
|
518,622 | $137,963,824 | 2.87% | |
| MCO |
Moodys Corp /De/
Financial Services
|
295,401 | $128,868,686 | 2.68% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
275,313 | $126,916,539 | 2.64% | |
| FAST |
Fastenal Co
Industrials
|
2,667,297 | $123,762,580 | 2.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SITE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,433,660 | 236,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,410,248 | 356,537 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,706,492 | 378,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,382,537 | 457,934 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,632,693 | 466,343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $88,490,011 | 671,549 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $112,866,041 | 747,903 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $91,377,658 | 752,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $117,743,749 | 674,556 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $109,239,975 | 672,246 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $102,811,521 | 629,009 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $130,207,251 | 778,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $106,558,769 | 778,540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $74,835,495 | 637,875 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $46,592,756 | 447,405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,182,966 | 455,817 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $57,557,112 | 355,972 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,717,434 | 300,138 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $69,347,740 | 347,660 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $25,769,157 | 152,246 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,200,785 | 124,170 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,207,868 | 114,782 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,002,552 | 106,622 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,772,221 | 129,615 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,000,192 | 122,252 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||